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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-11-10 |
| UT | RA | APPROVED | 2009-01-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Orem | UT | 01/1997 | Present |
| Westview Business Park | Provo | UT | 02/1997 | Present |
| Raymond James Financial Services Advisors, Inc | Provo | UT | 01/2009 | Present |
| Basin Wastewater Solutions, Llc | Provo | UT | 08/2014 | 01/2018 |
| Boyd & Inez Moulton Family Trust U/A Dtd March 5, 2008 | Victor | ID | 03/2008 | Present |
(1)Name of Business: Moulton Stables Address: 107 west 3960 north, provo, utah, 84604, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/08/2001 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: llc owned by me and my wife. We collect the rent each month from the renter in the cottage and on the pasture land which amounts to maybe 1 acre we raise two steers each year. I buy them in the spring and process them in the fall. I sell some of the meat to friends but they break even at best. (2)Name of Business: Moulton/Smithfield Llc Address: 3610 N University Ave Ste 350, Provo, UT, 84604, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/26/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Purchased Industrial building for 300k, and have it rented out (3)Name of Business: Todd Moulton Financial Advisor Address: 3610 north university ave. #350, provo, UT, 84604, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We roll payroll from Raymond James into this LLC and do my payroll from this account and pay bills associated with the business. (4)Name of Business: westview business park Address: 3610 N University Ave Ste 350, Provo, UT, 84604, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/01/1997 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: receive the rent and pay the bills
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-08 |
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